Comment by JohnnyMarcone
18 hours ago
This seems like a replay of what happened with DeepSeek. They put out v3, or whichever one it was, and everyone said it was over for US companies... then everything continued on.
18 hours ago
This seems like a replay of what happened with DeepSeek. They put out v3, or whichever one it was, and everyone said it was over for US companies... then everything continued on.
The markets can be irrational for a while, but if the Chinese models are about 90% of the performance of OpenAI and Anthropic models, and the Chinese companies are < 10% of OpenAI and Anthropic's proposed IPO valuations, something has to give eventually.
This isn't just the AI race, but the end to perceived American exceptionalism (where USA wins by default). It's going to take a while for people to recognize that. Before that the markets will still go crazy, but that's not evidence things will continue on as "normal".
Continued how? I have switched most of my personal LLM coding to DeepSeek V4 Flash since it was launched.
And now 100% to a mix of K3 / DeepSeek V4 / MiMo 2.5.
It's nice not being called a terrorist just because I told it to reverse engineer something.
At work they are still hemorrhaging money to Western providers due to enterprise contracts but I foresee they won't renew for much longer. Specially of the upcoming final version of DeepSeek V4 proves to be Opus+ level.
Anecdotes. Where's the data?
https://openrouter.ai/rankings#top-models
Chinese models dwarf USA models usage. And now there's a Fable/5.6 alternative. The gap widens.
Now go and ask for your GP poster for their data as well. Unless you're only interested in data that supports your bias ofc.
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